Manage In-database Connections

Version:
2019.3
Last modified: September 26, 2019

Create and manage your in-database connections from a central location. Use the Manage In-DB Connections window to view existing in-database connections and add new in-database connections.

There are two ways to get to the Manage In-DB Connections window:

  • Add a Connect In-DB tool, and click Connection Name > Manage Connections in the Configuration window. See Connect In-DB tool.
  • Click Options > Advanced Options > Manage In-DB Connections.

Create a new in-database connection

1. Click Data Source and select a source. See In-Database overview.

Generic ODBC option

From the Connect In-DB tool, you can select the Generic ODBC option to attempt a connection to an unsupported data source. This option does not guarantee a successful connection to unsupported data sources; however, data sources that are similar to Microsoft SQL Server have the best chance of success.

2. Click Connection Type and select type.

  • User:  Create a connection only you can use.
  • System: Create a connection you can share. Open Designer as an admin on your computer. This option is only for Designer Admins.
  • File: Save a database connection as an .indbc file so you can package it with a workflow. If you select this option, you must specify a Connection File path location to save the file.

3. Click Connections and select an existing connection from the list, or click New.

4. In Connection Name, type a name for the connection.

5. Click Password Encryption and then select an encryption option:

  • Hide: Hide the password with minimal encryption. If you plan to schedule this workflow to run on any machine other than your computer, select Hide. See Schedule workflows.
  • Encrypt for Machine: Any user on the computer can fully run the workflow.
  • Encrypt for User: The specified user can run the workflow on any computer.
  • Allow Decryption of Password: Decrypt the password and pass it in the metadata. This option is only used in conjunction with In-DB predictive tools.

6. On the Read tab, click Driver and then select an option or leave as default.

7. Click the Connection String dropdown arrow and select New database connection. For Oracle OCI and SQL Server ODBC connections, you can select a saved or recent data connection.

See ODBC and OLEDB database connections for more information on creating ODBC and OLEDB connections. See Supported data sources and file formats for more information on a specific data platform.

8. Click the Write tab.

9. Click Driver and select a driver or leave as default.

10. In Connection String, type or paste a connection string. For Oracle OCI and SQL Server ODBC connections, you can select a saved or recent data connection.

Connection considerations

SQL Server

When you use SQL Server Authentication, enter passwords without SQL formatting standards.

  • We don't support three or more consecutive pipe characters in passwords.
  • Password treatment occurs automatically, so you shouldn't enclose a password in curly brackets or escape any right curly brackets used as a character in a password.
Oracle

Enter passwords without Oracle formatting standards.

  • Do not use double quotes as password characters.
  • You can choose to enclose the password in double quotes.
HDFS

To connect to HDFS:

1. Click the Connection Strings dropdown arrow, and then select New HDFS Connection.

2. Select HTTPFSWebHDFS, or Knox Gateway server configuration. If you use Knox Gateway with Apache Spark, select Override default Namenode URL.

3. In Host, type the Hadoop server URL or IP address.

4. In Port, leave the default port number, which is based on your server-configuration selection, or type a port number.

5. By default, URL is based on Host. Type a different URL, if desired.

6. By default, Temp Directory is /tmp. Type a different location for the temporary directory you want to write to, if desired.

7. Type a username in User Name and a password in Password. Required credentials vary based on the cluster setup.

  • : A username is required, but it can be anything.
  • webhdfs: A username isn't required.
  • Knox Gateway: A username and password are both required. Use a trusted certificate when you configure Knox authentication. Alteryx doesn't support self-signed certificates.

8. Click Kerberos and select an authentication option to read and write to HDFS:

  • None: Don't use any authentication.
  • Kerberos MIT: Alteryx uses the default MIT ticket to authenticate with the server. You must first acquire a valid ticket using the MIT Kerberos Ticket Manager.
  • Kerberos SSPI: Alteryx uses Windows Kerberos keys for authentication. It obtains those keys when you log into Windows with your credentials. So the User Name and Password fields are unavailable.

The option you choose depends on how your IT admin configures the HDFS server.

9. (Apache Spark only.) Select Override default Namenode URL to override the Namenode URL and enter a host and port number if you use Knox Gateway—or if the namenode server runs on a different computer than the httpfs or webhdfs server.

10. (Recommended.) Click Test to test your connection.

11. Click OK.

See Hadoop distributed file system for more information.

11. Click OK.

12. If you connect to a database with multiple tables, the Choose Table or Specify Query window opens. Click the Tables tab. See Choose table or specify query window.

13. Select a table and click OK.

Edit or delete an in-database connection

1. In the Manage In-DB Connection window, click Data Source and select a source.

Generic ODBC option

From the Connect In-DB tool, you can select the Generic ODBC option to attempt a connection to an unsupported data source. This option does not guarantee a successful connection to unsupported data sources; however, data sources that are similar to Microsoft SQL Server have the best chance of success.

2. Click Connections and select an existing connection.

3. Edit connection details, or click Delete to delete the connection.

4. Click OK.

See Connect In-DB tool to learn how to create and manage In-DB connections and use them in a workflow. See Supported data sources and file formats for more on the data platforms and databases you can connect to.

Alteryx also supports standard database connections. See Manage data connections.

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